Anic Equity¶
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Total return since start: 0.704 %¶
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Equity now: -----------------------------> 52061.5 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 47930.43 Kr¶
PnL: ---------------------------------------> -1001.57 Kr¶
DD now: ---------------------------------> -1.993 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-14 13:07:51.940075'
Benchmark comparison¶
OMXS30 DJUS NDX DAX W1IDU
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Nederman Holding | 11 | -0.930000 | 2332.000000 | 143.000000 | 6.530000 | 2189.000000 |
| BHG Group | 49 | 5.890000 | 695.800000 | 56.800000 | 8.890000 | 638.999984 |
| Biotage | 4 | 1.920000 | 636.000000 | 33.000000 | 5.470000 | 603.000000 |
| Vitrolife | 3 | 1.820000 | 705.000000 | 28.000000 | 4.140000 | 677.000001 |
| Embracer Group B | 26 | 1.870000 | 687.180000 | 25.180000 | 3.800000 | 661.999988 |
| Xvivo Perfusion | 3 | -1.530000 | 868.500000 | 23.500000 | 2.780000 | 845.000001 |
| Addtech B | 3 | 0.080000 | 715.800000 | 15.800000 | 2.260000 | 699.999999 |
| Eastnine | 6 | -1.240000 | 669.600000 | 12.600000 | 1.920000 | 657.000000 |
| Fortnox | 10 | 0.330000 | 678.600000 | 10.600000 | 1.590000 | 668.000000 |
| SynAct Pharma | 9 | -0.410000 | 655.200000 | 10.200000 | 1.580000 | 645.000003 |
| NCC B | 7 | 0.750000 | 661.500000 | 7.500000 | 1.150000 | 653.999997 |
| Humana | 40 | 2.540000 | 679.200000 | 5.200000 | 0.770000 | 674.000000 |
| SCA A | 4 | 1.900000 | 599.200000 | 0.200000 | 0.030000 | 599.000000 |
| Volati | 5 | 0.170000 | 574.000000 | 0.000000 | 0.000000 | 574.000000 |
| Latour B | 2 | -0.660000 | 449.000000 | 0.000000 | 0.000000 | 449.000000 |
| Profoto Holding | 7 | 0.240000 | 581.000000 | -1.000000 | -0.170000 | 581.999999 |
| Svolder B | 35 | -0.720000 | 2177.000000 | -2.000000 | -0.090000 | 2179.000005 |
| Gaming Innovation Group | 161 | 0.970000 | 4186.000000 | -2.000000 | -0.050000 | 4187.999942 |
| Indutrade | 5 | -0.900000 | 1316.500000 | -3.500000 | -0.270000 | 1320.000000 |
| NCC A | 6 | -1.000000 | 594.000000 | -5.000000 | -0.830000 | 598.999998 |
| Nolato B | 12 | -1.200000 | 639.600000 | -8.400000 | -1.300000 | 648.000000 |
| Sampo Oyj SDB | 1 | -0.600000 | 495.500000 | -9.500000 | -1.880000 | 505.000000 |
| Sdiptech B | 3 | -1.460000 | 812.400000 | -9.600000 | -1.170000 | 822.000000 |
| Investor B | 3 | -0.390000 | 646.200000 | -11.800000 | -1.790000 | 657.999999 |
| Addnode Group B | 6 | -2.680000 | 739.800000 | -12.200000 | -1.620000 | 751.999998 |
| BONESUPPORT HOLDING | 10 | -0.410000 | 1205.000000 | -19.000000 | -1.550000 | 1224.000000 |
| Lime Technologies | 2 | -3.770000 | 561.000000 | -32.000000 | -5.400000 | 593.000000 |
| Ambea | 68 | 0.440000 | 2476.560000 | -60.440000 | -2.380000 | 2537.000032 |
| Lundin Gold | 7 | -0.760000 | 910.000000 | -64.000000 | -6.570000 | 973.999999 |
| Creades A | 7 | -0.450000 | 546.350000 | -64.650000 | -10.580000 | 610.999998 |
| Balco Group | 39 | -0.540000 | 1790.100000 | -84.900000 | -4.530000 | 1874.999997 |
| Investor A | 16 | -0.690000 | 3441.600000 | -103.400000 | -2.920000 | 3545.000000 |
| New Wave B | 40 | 0.840000 | 3791.600000 | -124.400000 | -3.180000 | 3916.000000 |
| Wästbygg Gruppen B | 80 | -0.600000 | 2672.000000 | -199.000000 | -6.930000 | 2871.000000 |
| Sedana Medical | 135 | -0.330000 | 4120.200000 | -210.800000 | -4.870000 | 4330.999935 |
| Bactiguard Holding B | 37 | 1.290000 | 2608.500000 | -358.500000 | -12.080000 | 2966.999993 |
| TOTAL | 47917.490000 | -1014.510000 | -2.01465% | 48931.999868 |
Updated:¶
'2023-06-14 13:06:56.740259'
None
Last optimization/rebalancing:¶
'2023-05-05'
Next optimization/rebalancing:¶
'2023-06-15'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
